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Motilal Oswal 5 Year G Sec FoF Direct Growth
Debt
Gilt
Moderate Risk
+8.09%
3Y annualised
-0.09% 1D
NAV: 27 Feb '26
₹13.03
Min. for SIP
₹500
Fund size
₹47.43 Cr
Expense ratio
0.14%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,148 | +0.99% | |
| 6 months | ₹30,000 | ₹30,528 | +1.76% | |
| 1 year | ₹60,000 | ₹61,822 | +3.04% | |
| 3 years | ₹1,80,000 | ₹2,01,413 | +11.90% |
Holdings (1)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Motilal Oswal Nifty 5 year Benchmark G-Sec ETF - Growth | NA | Mutual Fund | 99.81% |
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +3.2% | +4.7% | +8.1% | +6.2% |
| Category average (Debt Gilt) | +0.8% | +5.2% | +6.8% | -- |
| Rank (Debt Gilt) | -- | 2 | 5 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 15 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Gilt Fund Direct Plan Growth | +7.13% | +8.24% | 9,240.09 | |
Baroda BNP Paribas Gilt Fund Direct Growth | +5.47% | +7.90% | 1,132.07 | |
Tata Gilt Securities Fund Direct Growth | +6.13% | +7.83% | 1,167.20 | |
HDFC Gilt Fund Direct Growth | +5.72% | +7.53% | 2,740.18 | |
Franklin India Government Securities Fund Direct Growth | +6.12% | +6.89% | 184.15 | |
| Compare | ||||
Fund management
RSRakesh ShettyNov 2022 - PresentView details
RS
Rakesh Shetty
Nov 2022 - Present
View details
About Motilal Oswal 5 Year G Sec FoF Direct Growth
Motilal Oswal 5 Year G Sec FoF Direct Growth is a Debt Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Rakesh Shetty is the Current Fund Manager of Motilal Oswal 5 Year G Sec FoF Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,36,181 Cr and the Latest NAV as of 27 Feb 2026 is ₹13.03.
The Motilal Oswal 5 Year G Sec FoF Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 15 days.
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Investment Objective
The scheme seeks to seek returns by investing in units of Motilal Oswal 5 Year G-Sec ETF.
Fund benchmarkNifty 5yr Benchmark G-Sec Index
Fund house
Rank (total assets)#19 in India
Total AUM₹1,36,181.42 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,